PFPGI
COSO

Patriot Financial Partners GP II’s CoastalSouth Bancshares COSO Stock Holding History

Patriot Financial Partners GP II’s Portfolio COSO Stock Details COSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6M Sell
691,367
-467,844
-40% -$12.1M 4.74% 10
2026
Q1 		$28.5M Buy
1,159,211
+440,000
+61% +$10.7M 7.34% 7
2025
Q4 		$16.7M Hold
719,211
– – 5.21% 9
2025
Q3 		$15.7M Buy
+719,211
New +$15.6M 4.96% 8

Other funds holding COSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
BCP
Berkeley Capital Partners Milton, Georgia $486M AUM 24.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Patriot Financial Partners GP II's COSO Position: Q2 2026 in Review

Patriot Financial Partners GP II reduced its CoastalSouth Bancshares (COSO) stake by 40% in Q2 2026, selling an estimated $12.1M and leaving 691,367 shares worth $18.6M. The position accounts for 4.74% of the portfolio, ranked #10.

Patriot Financial Partners GP II first reported a position in COSO in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.5M in Q1 2026. 101 funds tracked by Wall St. Rank hold COSO as of Q2 2026.

  • Patriot Financial Partners GP II held 691,367 shares of CoastalSouth Bancshares worth $18.6M as of Q2 2026.
  • Patriot Financial Partners GP II sold 467,844 CoastalSouth Bancshares shares in Q2 2026, an estimated $12.1M.
  • CoastalSouth Bancshares made up 4.74% of Patriot Financial Partners GP II's portfolio in Q2 2026, its #10 holding.
  • Patriot Financial Partners GP II first reported a position in CoastalSouth Bancshares in Q3 2025 and has held it in 4 quarters since.
  • Patriot Financial Partners GP II's CoastalSouth Bancshares position peaked at $28.5M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held CoastalSouth Bancshares as of Q2 2026.

Based on Patriot Financial Partners GP II's 13F filing for Q2 2026, filed 13 Aug 2026.